401(k) · DOL Form 5500 · 2024

Specialized Retail Stores LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
807
Participants Near avg headcount
58th
Percentile by assets National rank
$13,761
Avg per participant Low balance/head
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Official DOL plan name: Specialized Retail Stores 401(k) Plan · Sponsored by Specialized Retail Stores LLC · California · Wholesale Trade

$11M in assets, 807 participants

Specialized Retail Stores LLC's Specialized Retail Stores 401(k) Plan reported $11M in total assets and 807 participants in its 2024 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,023 in Wholesale Trade (6,080 peers)

Specialized Retail Stores LLC multi-year trail

Specialized Retail Stores LLC's plans moved +40.5% in assets from 2023 to 2024; this filing shows Specialized Retail Stores 401(k) Plan at $11M / 807 participants.

#3,023
in Wholesale Trade (6,080 peers)
+40.5%
assets growth YoY

Specialized Retail Stores 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Specialized Retail Stores 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,104,768 Top 42% higher than 58% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Specialized Retail Stores 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialized Retail Stores 401(k) Plan sits mid-pack in the medium band (807 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Specialized Retail Stores 401(k) Plan reported participants rose from 366 in the plan year 2023 filing to 807 in the plan year 2024 filing.
  • Specialized Retail Stores 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Specialized Retail Stores 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 461425563 · Specialized Retail Stores LLC PY 2024 · 401(k)

Specialized Retail Stores 401(k) Plan · $11M · 807 · 58th

  • TYPE $11M
  • TYPE 807
  • TYPE 58th
  • TYPE 401(k)
  • TYPE near Commercial Plastics Company 401(k) & Profit Sharing Plan
  • TYPE ind #3023

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in California →

Specialized Retail Stores 401(k) Plan in the asset neighbourhood

Quontic Bank 401(k) Plan$11MSpecialized Retail Stores 401(k) PlanSpecialized Retail Stores 40…$11MCommercial Plastics Company 401(k) & Profit Sharing PlanCommercial Plastics Company …$11MCapital Management Company Employee Profit Sharing PlanCapital Management Company E…$11MMaxus Properties, LLC 401(k) Retirement SavingMaxus Properties, LLC 401(k)…$11M
End-of-year total assets ($M) among Specialized Retail Stores 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Specialized Retail Stores LLC multi-year asset trail

Sponsor-wide plan assets over time

All Specialized Retail Stores LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.4618705409065% vs 2023
2024 filing year
$7M$8M$9M$10M$11M$12M 20232024 $7.91M $11.1M ▲ +40.3%
Year Plans Participants Total Assets
2023 1 366 $8M
2024 1 807 $11M

Specialized Retail Stores LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN461425563
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Specialized Retail Stores 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Specialized Retail Stores 401(k) Plan, Total assets ($B): 0.011104768 · Participants: 807Specialized Retail Stores 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Specialized Retail Stores 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Specialized Retail Stores 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Commercial Plastics Company 401(k) & Profit Sharing Plan in IL ($11M); by covered participants it is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (807 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Specialized Retail Stores 401(k) Plan assets move in 2024?
Specialized Retail Stores 401(k) Plan surged - up 40.5% during 2024, from $8M to $11M. Reported net income was $3M.
How have Specialized Retail Stores LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Specialized Retail Stores LLC's sponsor-wide assets grew 40.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Specialized Retail Stores 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Commercial Plastics Company 401(k) & Profit Sharing Plan in IL ($11M, 560 participants).
Which 401(k) plans cover a similar participant headcount to Specialized Retail Stores 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (807 participants, $9M in assets).